<< Späť na články
Ako investovať do akcií, dlhopisov, fondov, ETF, nehnuteľností, komodít či krypto mien.
cmota napísal: Tomu sa hovori dobry tip!!!
Neda si rictHonzajs napísal:Procházím si banky, vybírám další kandidáty na put
vyšlo mu to teda beze zbytku! Takže velká gratulace 
Ještě bude veselo. JPM možná bude muset přitlačit.filip glasa napísal:http://www.patria.cz/Zpravodajstvi/1170 ... aloby.html
Že si zadělává na snížení ratinguBobikpp napísal:som zvedavy, co nam dneska Honzajs povie k vysledkom MBIA za 1Q - teda ak sa to da nazvat vysledok
S cenou akcie to viditelne nijak nepohlo - + 10% v prvych minutach? Toto ide mimo moje vzdelanie....Honzajs napísal: Že si zadělává na snížení ratingu
Jak se tak divám na poslední zprávy o Moody's, moc dobře to s nimi nevypadá,opkles akcií byl velký. Ta počítačová chyba se jim může zle vymstít.Honzajs napísal:
A kacířská myšlenka na závěr:
na kauzu Enron dopatil svojí likvidací Arthur Andersen. Nemůže se stát, že na tuto kauzu by doplatil také auditor? V tomto případě by ale nešlo o klasickou auditorskou firmu, ale o RATINGOVOU agenturu (třeba Moody's)
za 1. jsem sovaricmund napísal:za 1 - v půl dvanácté v noci už máš spát
za 2 - je to tahle: http://finance.yahoo.com/q?s=UBS
za 3 - když chceš spekulovat na pokles u akcií tak se to dá dělat jen přes opce (short akcie jsem nikdy nekupoval)
tyto pozice jsou dávno vybudované...sanka_bebe napísal:takze sup sup horsa kupovat derivaty spekulujuce na rast ceny zlata a striebra,
stříbro, strike 25, exp. 3/2009, koupeno 7/2007sanka_bebe napísal:honazajs predpokladam ze mas nejake call warranty alebo opcie na striebro a zlato, ake mas strike price a expiracia ak to nie je tajomstvo?
Jeho komentář k UBS:Honzajs napísal:Člověk, od kterého pocházel tip na krach Bear Stearns vyhlásil další banku, co bude na řadě. Podle něj to bude UBS.
UBS, the Union Bank of Switzerland, is a prime candidate for imminent failure and declared bankruptcy. Ripple effects could be enormous and cause contagion across the banking industry. Some of their former executives are under indictment in the United States for complicity in tax fraud. The firm has warned its executives to limit travel to the US, since other company officials have been detained as material witnesses. UBS has admitted further losses, in fact a skein of losses that could result in rapid deterioration from insolvency to imminent bankruptcy. After $38 billion in stated writedowns in the last several months, the bank still is plagued by rather substantial continued debt exposure. They have $45 billion in US mortgage assets, $8.6 billion in leverage financial commitments like Collateralized Debt Obligations, and $10.4 billion in US student loans. These are all at high risk. UBS is slated to begin the sale of 15.5 billion Swiss francs worth of rights offer, an internal stock sale that enables existing shareholders to purchase 7 new shares for every 20 shares currently held. If the program fails, UBS could face bankruptcy. The process gains market traction on June 13. UBS has huge exposure to the home loans in the United Kingdom, where property values fell by 1.9% in May from one year earlier. UBS seems to be unique. Recently, Blackrock was hired by UBS to manage a cesspool of subprime and Alt-A mortgage backed securities. UBS has created a new distressed asset fund under Blackrock management, again another private resolution business segment. UBS conducted an ugly circular deal, one that looks good to naïve investors, totally overlooked by the financial networks. They sold basically to themselves $22 billion worth of impaired CDO bonds for 68 cents on the dollar value. The sale was for $15 billion. Blackrock will invest $3.75 billion of its own funds, but borrow a whopping $11.25 billion from UBS itself. Bad loans are the only collateral. This is self-dealing, and exposes the deadly toxicity of CDO bonds.
UBS will not be rescued by the US Federal Reserve. Being a Swiss firm, they would tend not to be protected by the Euro Central Bank. Even though holding a huge raft of home loans in the UK, they probably might be bailed out by the Bank of England., but that is doubtful Besides, the BOE is under siege with its own UK banks, which have been offered carte blanche in bailout swaps and extended credit for bailouts. Worse still, the BOE has threatened punishment and felony charges for anyone even divulging information on bank bailouts in a thoroughly bizarre draconian measure that defies normalcy.
Rumors have swirled that Barclays of London is considering an acquisition of either Lehman Brothers or UBS. These are the two big wounded giants limping among the bankers. Each is in danger of insolvent conditions turning sour, with illiquidity occurring from further bond writedowns. They are near on the horizon, if not imminent. My personal interpretation is that JPMorgan conducted the US-based raid to defend credit derivatives. The next move is for Barclays in the UK to raid another big investment bank. JPMorgan took great advantage of liberal USFed money with guarantees. Barclays will use liberal amounts of Bank of England money. Long ago, the USGovt dropped its money supply figures publication. Recently, the BOE dropped all public reference to bank bailouts. Fascist bankers prefer to operate in the dark.
/. Ale v Europe z toho asi nebude nic. 